+29.2%
VWO vs AMRZ
-20.1%
+49.3%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -1.8% | -7.5% | +5.8% | -0.4% |
| 30D | -0.1% | -12.4% | +12.3% | +2.3% |
| 3M | +2.2% | -22.4% | +24.6% | +6.7% |
| 6M | +8.8% | -29.5% | +38.3% | +14.9% |
| YTD | +12.4% | -24.1% | +36.5% | +17.6% |
| 1Y | +15.6% | -26.3% | +41.8% | +20.7% |
| All | +29.2% | -20.1% | +49.3% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AMRZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling